Financial Education Videos
Financial Education
Dying without Estate Planning: Do you hate your family?
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by guest Doug Butler to discuss why estate planning is so important when planning for your future. They [...]
Are you planting financial seeds for the next generation?
On this episode of A Wiser Retirement Podcast, Casey Smith, and Missie Beach, CFP®, CDFA®, discuss preparing for the future and how to plant financial seeds for the next generation. [...]
Secure Act 2.0: What the New Legislation Means for You
The "securing a strong retirement act of 2022" was passed right at the very end of 2022. You might have heard of it as, Secure Act 2.0. What could this [...]
Do you Expect Social Security to be Viable When You Retire?
We get asked frequently whether we think Social Security will be around when our clients are eligible to take it. Although we often hear negative news about the topic, there’s [...]
Tips for Sticking to Your Financial Goals
One of the things most people struggle with is maintaining a goal that has been set. A goal must be well-written and measurable. For example, “I want to work out [...]
What is the Number One Rule in Investing?
When it comes to investing, there are a lot of rules, but what is the number one rule? Ultimately, assuming everything is good in your portfolio, the number one rule [...]
Top Financial New Years Resolution for 2023
The new year is upon us, and with that comes new years resolutions. Many people are wondering, what should my financial new year's resolution be? After much thought, it should [...]
Should I Use Wealth Management?
Some people might wonder, should I use wealth management? Obviously, as a wealth management firm, we think it's important - but why? Picking out a good wealth manager is really [...]
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